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Principal Securities’s Salesforce CRM Stock Holding History

Principal Securities’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.82M Sell
37,173
-2,734
-7% -$481K 0.07% 256
2026
Q1 		$7.45M Sell
39,907
-1,643
-4% -$340K 0.11% 173
2025
Q4 		$11M Buy
41,550
+4,858
+13% +$1.21M 0.17% 112
2025
Q3 		$8.7M Buy
36,692
+43
+0.1% +$10.8K 0.14% 133
2025
Q2 		$9.99M Buy
36,649
+3,976
+12% +$1.06M 0.19% 104
2025
Q1 		$10.9M Hold
32,673
– – 0.24% 79
2024
Q4 		$10.9M Buy
32,673
+5,262
+19% +$1.68M 0.25% 78
2024
Q3 		$7.5M Sell
27,411
-8,337
-23% -$2.14M 0.18% 102
2024
Q2 		$9.19M Buy
35,748
+13,831
+63% +$3.7M 0.25% 75
2024
Q1 		$6.6M Buy
21,917
+9,787
+81% +$2.82M 0.21% 95
2023
Q4 		$3.19M Buy
+12,130
New +$2.75M 0.12% 172

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Principal Securities's CRM Position: Q2 2026 in Review

Principal Securities reduced its Salesforce (CRM) stake by 6.9% in Q2 2026, selling an estimated $481K and leaving 37,173 shares worth $5.82M. The position accounts for 0.07% of the portfolio, ranked #256.

Principal Securities first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q4 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Principal Securities held 37,173 shares of Salesforce worth $5.82M as of Q2 2026.
  • Principal Securities sold 2,734 Salesforce shares in Q2 2026, an estimated $481K.
  • Salesforce made up 0.07% of Principal Securities's portfolio in Q2 2026, its #256 holding.
  • Principal Securities first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Salesforce position peaked at $11M in Q4 2025.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.